Hubz.

Reports / CRM reports

CRM reporting: contacts, companies and data quality

Review contact status, last interaction, company associations and company segments from existing records.

PRODUCT VIEW

See how it works.

CRM reports provide separate preset types for contacts and companies. Contact views use score, status, company and last interaction; company views use fields such as industry, score, payment score and website. The purpose is to understand whether customer information is complete enough to use, beyond counting records. Communication preparation, account ownership and segmentation depend on the accuracy of that information.

Hubz.Workspace / CRM reportsDK
EXPLORE THE PRODUCT

CRM reports

Sample view
Contact quality context24Sample data
Company segments12Sample data
Return to the record8Sample data
CRM reportsSample period
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Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

A large customer list does not establish that usable contact and company details exist. Missing information can disappear behind large report totals.

WHAT YOU CAN WORK TOWARDS

Assess contacts and companies through meaningful fields, then bring data completion and relationship follow-up into the work plan.

STEP BY STEP

How to use it.

  1. 01

    Choose the question and period

    Select the relevant preset report and date range. Check that your plan enables the required source, and avoid comparing similar-looking totals from different periods.

  2. 02

    Read the summary alongside records

    Read the indicators, charts and rows together. Check which records are loaded and any warnings about incomplete data before drawing conclusions about the whole organization.

  3. 03

    Prepare a shareable view

    Export the relevant table to CSV or save the report view. With a suitable sender configured, choose manual, daily, weekly or monthly delivery and track the result of scheduled sending separately.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
CRM reports
Sample period / records included

Contact quality context

Review contact score, status, associated company and last interaction together in the relevant preset type.

FOCUS 02▤
CRM reports
Sample period / records included

Company segments

Inspect industry, existing scores and website fields, including recorded segment information in account planning.

FOCUS 03↗
CRM reports
Sample period / records included

Return to the record

Use the action center and CRM links to address missing information or follow-up in the relevant record, rather than leaving the report as a disconnected list.

FOCUS 04◇
CRM reports
Sample period / records included

Saved views and delivery schedules

Save the report’s name, type, date range and supported settings. Set delivery days and a time if needed, so you do not have to recreate the view each time.

FOCUS 05⌁
CRM reports
Sample period / records included

Tables and CSV

The on-screen table is paginated; CSV includes the rows loaded into the current report. On-screen amounts are formatted for reading; exported values are provided for further analysis.

IN EVERYDAY WORK

What it looks like in practice.

Account manager

Before preparing a new audience, you need to understand the state of current contact and company records.

Check which records are included and what is missing, then plan research or corrections before contacting anyone.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Existing preset report areas are included in every plan. Each type requires its source modules to be enabled and the user to have access to the relevant workspace.

  • This screen is not a general-purpose custom report builder. It uses existing report types and supported settings.
  • CSV exports and indicators are limited to the records loaded into that report. Where a scope warning appears, do not interpret the result as all of the organization's data.
  • Existing score fields are not an independent credit rating, financial guarantee or automatic customer qualification decision.
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YOUR QUESTIONS

About this feature.

01Does access to Reports reveal all data?

No. Reports only use source modules you can access. Quote reporting requires the quote module; marketing reporting requires campaign access.

02Does saving a report send it automatically?

A saved view and a delivery schedule are separate settings. Sending frequency and recipients must be selected, and the background process and authorized sender configuration must be operational.

RELATED WORKFLOW GUIDES

You may also need these features.

DashboardReview sales, risk, support, operations and customer indicators in clearly organized dashboard sections.Sales reportsReview won sales, pipeline, recurring revenue and quote reports alongside the relevant commercial records.Outreach and campaign reportsAssess email campaign results and event preparation through their respective data sources.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Reports and visibility

Review sales, customer relationships, support, operations and data quality through your existing records.

02

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.

03

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.